Plan Lab¶

Please have a look at the DevOps Plan documentation for more details.

Introduction¶

DevOps Plan is a change management application for tracking work-items with workflow automations. Various types of work-items (called record types) and their workflow can be defined using low-code technology.

How to switch to Plan from Home Page¶

Step	Details	Additional Information
1	You can always switch using the central app switcher on the top left of your screen
2	Or You can switch directly to Plan by using the button/link from What would you like to do today section

Demo Data or New Application with Sample Data¶

Step	Details	Additional Information
1	How to create a new Application
	If you want to create a new Application and do not want to use the pre-created application
	Please follow the instructions:	how to create a new Application with Sample Data
2	Setup Demo Data
	You can use the pre-created Plan application from your Loop and add sample data:	Follow this document to import Demo data into Plan

Let's go with Plan¶

Step	Details	Additional Information
1	Select Plan application to use
	If you have not set your default Plan application you will be provided with a screen with all applications you have access to.
	If you have created additional Applications then you will get a list
	Set the provided app as default and press "Let's go" to proceed.
2	Welcome Page for first time users
	If you have logged in the first time into Plan you will get a Welcome Screen:
	By pressing the button "Explore" a new page is shown which provides an Introduction
	to Plan and the used workflow model for the selected application:

Use Home Button to switch to Plan Home Page¶

Step	Details	Additional Information
1	Please use the "Home" button on the left sidebar to switch to the Home page for Plan
2	View basic information and also the means to switch between Plan applications (My Applications Button on the right)
3	The explore options on this page will forward you to the Exploration page mentioned above.

Explore the technical worflow¶

Step	Details	Additional Information
1	Pressing the button "View"
2	will open a new view to the technical details of the used workflow for the selected application
3	This view provides the used record types, fields, transition matrizes and more.